Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding JP Morgan JPMorgan Core Plus Bd R6 - in their Schedule of Assets, totaling $32.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL 401(K) SAVINGS PLAN | LITTLE ROCK AR | 823 | $224.5M | $17.2M |
| 2 | UNITY HEALTH UNITY HEALTH RETIREMENT PLAN | SEARCY AR | 1,626 | $75.3M | $8.4M |
| 3 | UNITY HEALTH UNITY HEALTH 403(B) RETIREMENT PLAN |
SEARCY AR |
| 1,192 |
| $49.8M |
| $6.4M |
| 4 | UROLOGY SAN ANTONIO, P.A. UROLOGY SAN ANTONIO, P.A. 401(K) PROFIT SHARING PLAN | SAN ANTONIO TX | 227 | $41.5M | $106K |